Carson Wealth (CWM LLC)’s iShares MSCI China A ETF CNYA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $16K | Hold |
|
|||||
|
2025
Q1 | $15K | Hold |
|
|||||
|
2024
Q4 | $15K | Hold |
|
|||||
|
2024
Q3 | $17K | Hold |
|
|||||
|
2024
Q2 | $14K | Hold |
|
|||||
|
2024
Q1 | $14K | Sell |
|
|||||
|
2023
Q4 | $65K | Sell |
|
|||||
|
2023
Q3 | $83K | Sell |
|
|||||
|
2023
Q2 | $103K | Sell |
|
|||||
|
2023
Q1 | $189K | Buy |
|
|||||
|
2022
Q4 | $98K | Hold |
|
|||||
|
2022
Q3 | $96K | Hold |
|
|||||
|
2022
Q2 | $119K | Hold |
|
|||||
|
2022
Q1 | $115K | Hold |
|
|||||
|
2021
Q4 | $136K | Buy |
|
|||||
|
2021
Q2 | $227K | Hold |
|
|||||
|
2021
Q1 | $227K | Hold |
|
|||||
|
2020
Q4 | $227K | Hold |
|
|||||
|
2020
Q3 | $227K | Hold |
|
|||||
|
2020
Q2 | $227K | Hold |
|
|||||
|
2020
Q1 | $227K | Hold |
|
|||||
|
2019
Q4 | $227K | Hold |
|
|||||
|
2019
Q3 | $227K | Hold |
|
|||||
|
2019
Q2 | $227K | Hold |
|
|||||
|
2019
Q1 | $227K | Buy |
|